Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BrandywineGlobal High Yield I Mutual fund in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN | PLEASANTON CA | 215 | $65.1M | $1.4M |
| 2 | TERRASCEND USA, INC. TERRASCEND USA, INC. 401(K) SAVINGS PLAN | UNION CITY NJ | 914 | $10.7M | $579K |
| 3 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN |
DENVER CO |
| 2,379 |
| $355.9M |
| $240K |
| 4 | REX LUMBER, LLC REX LUMBER 401(K) AND P/S PLAN | GRACEVILLE FL | 627 | $16.7M | $3K |
